Francis Rivell is a registered investment advisor at Fpr Investments LLC, based in North Myrtle Beach, SC, with 1 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee is negotiable. For qualified clients, FPR also charges a performance-based fee equal to 15% of the yearly portfolio performance above an agreed upon benchmark.
Fee Estimator
Location
North Myrtle Beach, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Francis is a property and financial consultant for F&M Properties and Calabash Cottages since March 2023, and part owner of Hillside Apartments since August 2023, all involving rental properties. These activities require minimal time.
Employment History
Current Registrations
Fpr Investments LLC
State Registrations1 state
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